EPRA.L vs. VGSIX

In the year-to-date period, EPRA.L achieves a -4.61% return, which is significantly lower than VGSIX's -1.33% return.

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EPRA.L has a 0.10% expense ratio, which is lower than VGSIX's 0.26% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR (EPRA.L) and Vanguard Real Estate Index Fund (VGSIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current EPRA.L Sharpe Ratio is 0.11, which is lower than the VGSIX Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of EPRA.L and VGSIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EPRA.L has not paid dividends to shareholders, while VGSIX's dividend yield for the trailing twelve months is around 4.02%.

The maximum EPRA.L drawdown since its inception was -35.65%, smaller than the maximum VGSIX drawdown of -73.13%. Use the drawdown chart below to compare losses from any high point for EPRA.L and VGSIX.

The current volatility for Amundi Index FTSE EPRA NAREIT Global UCITS ETF DR (EPRA.L) is 4.00%, while Vanguard Real Estate Index Fund (VGSIX) has a volatility of 4.47%. This indicates that EPRA.L experiences smaller price fluctuations and is considered to be less risky than VGSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.